Wealthspire Advisors, LLC
NEW YORK NY · SEC CIK 0001646247
$181.62亿2026Q2 申报市值
1,298持仓数
40.7%前十大占比 · 第一大 11.8%
363 / 46新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SPYM 加仓+$4.44亿
SGOV 加仓+$2.22亿
IVV 加仓+$1.49亿
VTI 加仓+$1.24亿
IAU 加仓+$1.23亿
2026Q2 卖出最多 按季末市值估算
VV 减仓-$9,547.67万
AON 减仓-$8,546.03万
SCHF 减仓-$3,516.41万
USFR 减仓-$1,152.94万
VO 减仓-$1,039.29万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SO | SOUTHERN CO | $134.42万 | 0.01% | 14,045 | 902 | 6.9% | $8.63万 | 加仓 |
| BETA | BETA TECHNOLOGIES INC | $134.22万 | 0.01% | 80,131 | 80,131 | — | $134.22万 | 新建仓 |
| CMF | ISHARES TR | $134.17万 | 0.01% | 23,277 | 3 | 0.0% | $173 | 加仓 |
| O | REALTY INCOME CORP | $134.01万 | 0.01% | 21,629 | -912 | -4.0% | -$5.65万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $133.23万 | 0.01% | 50,928 | 10,403 | 25.7% | $27.21万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $131.57万 | 0.01% | 11,268 | 257 | 2.3% | $3.00万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $129.96万 | 0.01% | 9,827 | 574 | 6.2% | $7.59万 | 加仓 |
| ACWI | ISHARES TR | $129.19万 | 0.01% | 8,231 | 4,217 | 105.1% | $66.19万 | 加仓 |
| COP | CONOCOPHILLIPS | $129.03万 | 0.01% | 12,411 | 6,059 | 95.4% | $62.99万 | 加仓 |
| YUM | YUM BRANDS INC | $128.89万 | 0.01% | 8,063 | 3,046 | 60.7% | $48.69万 | 加仓 |
| EXC | EXELON CORP | $128.68万 | 0.01% | 27,601 | 1,289 | 4.9% | $6.01万 | 加仓 |
| BOBS | BOBS DISC FURNITURE INC COM | $127.27万 | 0.01% | 80,448 | 80,448 | — | $127.27万 | 新建仓 |
| — | GRAYSCALE COINDESK CRYPTO | $126.71万 | 0.01% | 48,014 | 10,766 | 28.9% | $28.41万 | 加仓 |
| AZN | ASTRAZENECA PLC | $125.46万 | 0.01% | 6,632 | 2,767 | 71.6% | $52.34万 | 加仓 |
| ISTB | ISHARES TR | $124.96万 | 0.01% | 25,898 | -97,649 | -79.0% | -$471.15万 | 减仓 |
| INTU | INTUIT | $124.83万 | 0.01% | 4,783 | 3,037 | 173.9% | $79.26万 | 加仓 |
| SUSA | ISHARES TR | $124.23万 | 0.01% | 8,051 | 0 | 0.0% | — | 不变 |
| HSIC | SCHEIN HENRY INC | $123.59万 | 0.01% | 14,798 | -29 | -0.2% | -$2,422 | 减仓 |
| MDYG | SPDR SERIES TRUST | $122.42万 | 0.01% | 10,922 | -177 | -1.6% | -$1.98万 | 减仓 |
| IBB | ISHARES TR | $121.32万 | 0.01% | 6,379 | -124 | -1.9% | -$2.36万 | 减仓 |
| AGNC | AGNC INVT CORP | $120.83万 | 0.01% | 110,853 | -22 | -0.0% | -$240 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $119.33万 | 0.01% | 53,368 | -5,750 | -9.7% | -$12.86万 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $118.57万 | 0.01% | 13,344 | 5,560 | 71.4% | $49.41万 | 加仓 |
| TMUS | T-MOBILE US INC | $117.45万 | 0.01% | 7,002 | -334 | -4.6% | -$5.60万 | 减仓 |
| ADBE | ADOBE INC | $117.21万 | 0.01% | 5,717 | 1,181 | 26.0% | $24.21万 | 加仓 |
| MTB | M & T BK CORP | $117.02万 | 0.01% | 4,917 | -58 | -1.2% | -$1.38万 | 减仓 |
| — | GOLDMAN SACHS HIGH (YIELD MUNI P) | $117.02万 | 0.01% | 127,611 | 127,611 | — | $117.02万 | 新建仓 |
| COWZ | PACER FDS TR | $115.64万 | 0.01% | 18,592 | 14,926 | 407.1% | $92.84万 | 加仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $113.93万 | 0.01% | 3,437 | 20 | 0.6% | $6,629 | 加仓 |
| PAVE | GLOBAL X FDS | $113.62万 | 0.01% | 19,283 | 577 | 3.1% | $3.40万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $112.96万 | 0.01% | 7,321 | 2,263 | 44.7% | $34.92万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $112.75万 | 0.01% | 6,893 | 3,802 | 123.0% | $62.19万 | 加仓 |
| D | DOMINION ENERGY INC | $112.47万 | 0.01% | 16,470 | -982 | -5.6% | -$6.71万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $111.60万 | 0.01% | 6,696 | 3,996 | 148.0% | $66.60万 | 加仓 |
| CTAS | CINTAS CORP | $111.32万 | 0.01% | 6,545 | 2,185 | 50.1% | $37.16万 | 加仓 |
| — | SCHWAB US TRSY MONEY INV | $110.57万 | 0.01% | 1,105,688 | 1,105,688 | — | $110.57万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $110.52万 | 0.01% | 1,288 | 1,288 | — | $110.52万 | 新建仓 |
| KRE | SPDR SERIES TRUST | $110.18万 | 0.01% | 14,720 | 14,720 | — | $110.18万 | 新建仓 |
| SPSB | SPDR SERIES TRUST | $108.98万 | 0.01% | 36,314 | -2,333 | -6.0% | -$7.00万 | 减仓 |
| PMBS | PIMCO ETF TR | $108.05万 | 0.01% | 21,881 | -5,270 | -19.4% | -$26.02万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $107.34万 | 0.01% | 14,332 | 3,909 | 37.5% | $29.28万 | 加仓 |
| INFL | LISTED FDS TR | $107.25万 | 0.01% | 21,501 | -638 | -2.9% | -$3.18万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $106.90万 | 0.01% | 26,304 | 2 | 0.0% | $81 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $105.85万 | 0.01% | 3,643 | 1,954 | 115.7% | $56.77万 | 加仓 |
| NKE | NIKE INC | $105.83万 | 0.01% | 25,775 | 7,363 | 40.0% | $30.23万 | 加仓 |
| — | ISHARES ETHEREUM TR | $105.61万 | 0.01% | 88,824 | 41,827 | 89.0% | $49.73万 | 加仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $105.03万 | 0.01% | 17,651 | 45 | 0.3% | $2,678 | 加仓 |
| ALAB | ASTERA LABS INC | $105.01万 | 0.01% | 2,174 | 2,174 | — | $105.01万 | 新建仓 |
| — | T ROWE PRICE CAPITAL APPRECIATION | $104.92万 | 0.01% | 27,705 | 27,705 | — | $104.92万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $104.61万 | 0.01% | 16,634 | 1,759 | 11.8% | $11.06万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $103.98万 | 0.01% | 9,146 | 3,265 | 55.5% | $37.12万 | 加仓 |
| TQQQ | PROSHARES TR | $103.27万 | 0.01% | 12,749 | -4,645 | -26.7% | -$37.62万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $102.77万 | 0.01% | 2,238 | 1,247 | 125.8% | $57.26万 | 重新持有 |
| ET | ENERGY TRANSFER L P | $102.06万 | 0.01% | 53,380 | 27,089 | 103.0% | $51.79万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $101.32万 | 0.01% | 6,496 | -179 | -2.7% | -$2.79万 | 减仓 |
| MET | METLIFE INC | $100.87万 | 0.01% | 11,922 | 1,999 | 20.1% | $16.91万 | 加仓 |
| — | SCHWAB PRIME ADVANTAGE M ONEY ULTRA | $100.61万 | 0.01% | 1,006,142 | 1,006,142 | — | $100.61万 | 新建仓 |
| STUB | STUBHUB HLDGS INC | $100.00万 | 0.01% | 77,700 | 77,700 | — | $100.00万 | 新建仓 |
| XOP | SPDR SERIES TRUST | $98.53万 | 0.01% | 6,388 | 3,462 | 118.3% | $53.40万 | 加仓 |
| BHRB | BURKE HERBERT FINL SVCS CORP | $98.12万 | 0.01% | 13,655 | 8,898 | 187.1% | $63.94万 | 加仓 |
| TWLO | TWILIO INC | $97.90万 | 0.01% | 4,745 | 4,745 | — | $97.90万 | 新建仓 |
| BCI | ABRDN ETFS | $97.51万 | 0.01% | 43,649 | 2,243 | 5.4% | $5.01万 | 加仓 |
| MKC | MCCORMICK & CO INC | $97.07万 | 0.01% | 19,252 | 9,687 | 101.3% | $48.84万 | 加仓 |
| BN | BROOKFIELD CORP | $96.93万 | 0.01% | 22,759 | 2,144 | 10.4% | $9.13万 | 加仓 |
| VDE | VANGUARD WORLD FD | $96.81万 | 0.01% | 6,448 | 424 | 7.0% | $6.37万 | 加仓 |
| EL | LAUDER ESTEE COS INC | $96.72万 | 0.01% | 12,251 | 318 | 2.7% | $2.51万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $96.52万 | 0.01% | 6,378 | 549 | 9.4% | $8.31万 | 加仓 |
| MDT | MEDTRONIC PLC | $96.37万 | 0.01% | 12,319 | 2,392 | 24.1% | $18.71万 | 加仓 |
| — | SCHWAB TOTAL STOCK MARKET INDEX FUND | $95.44万 | 0.01% | 52,440 | 52,440 | — | $95.44万 | 新建仓 |
| F | FORD MTR CO | $95.31万 | 0.01% | 68,571 | 15,808 | 30.0% | $21.97万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $94.34万 | 0.01% | 10,429 | -102 | -1.0% | -$9,227 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $93.77万 | 0.01% | 6,818 | 868 | 14.6% | $11.94万 | 加仓 |
| CX | CEMEX SA EURO MTN BE 144A | $91.80万 | 0.01% | 76,498 | 0 | 0.0% | — | 不变 |
| — | GQG PARTNERS US QUALITY DIVIDEND INCOME FUND INST | $91.43万 | 0.01% | 65,680 | 65,680 | — | $91.43万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $90.97万 | 0.01% | 8,462 | 1,572 | 22.8% | $16.90万 | 加仓 |
| — | TOTAL MARKET EQUITY | $90.82万 | 0.01% | 12,639 | 12,639 | — | $90.82万 | 新建仓 |
| — | TORTOISE CAPITAL (SERIES TRUST AI INFRASTRUCTUR) | $89.96万 | 0.00% | 16,087 | 16,087 | — | $89.96万 | 新建仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $89.95万 | 0.00% | 6,898 | 99 | 1.5% | $1.29万 | 加仓 |
| SCZ | ISHARES TR | $89.89万 | 0.00% | 10,927 | 1,755 | 19.1% | $14.44万 | 加仓 |
| — | PRIMECAP ODYSSEY GROWTH FUND | $89.51万 | 0.00% | 18,215 | 18,215 | — | $89.51万 | 新建仓 |
| EFOR | EVERFORTH INC | $89.35万 | 0.00% | 50,000 | 50,000 | — | $89.35万 | 新建仓 |
| LH | LABCORP HOLDINGS INC | $88.99万 | 0.00% | 3,178 | 286 | 9.9% | $8.01万 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $88.92万 | 0.00% | 11,516 | -210 | -1.8% | -$1.62万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $88.88万 | 0.00% | 33,340 | 1,905 | 6.1% | $5.08万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $88.51万 | 0.00% | 10,212 | 10,212 | — | $88.51万 | 新建仓 |
| — | DSV AS ADR | $88.04万 | 0.00% | 7,406 | 7,406 | — | $88.04万 | 新建仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $87.61万 | 0.00% | 10,176 | 88 | 0.9% | $7,576 | 加仓 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $87.50万 | 0.00% | 102,215 | 0 | 0.0% | — | 不变 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $87.45万 | 0.00% | 6,778 | -944 | -12.2% | -$12.18万 | 减仓 |
| — | FIDELITY SELECT (SEMICONDUCTORS PORT) | $87.16万 | 0.00% | 12,203 | 12,203 | — | $87.16万 | 新建仓 |
| PSA | PUBLIC STORAGE | $86.48万 | 0.00% | 2,717 | -676 | -19.9% | -$21.52万 | 减仓 |
| ABNB | AIRBNB INC | $86.48万 | 0.00% | 6,043 | 456 | 8.2% | $6.53万 | 加仓 |
| VCR | VANGUARD WORLD FD | $85.57万 | 0.00% | 2,158 | 1,149 | 113.9% | $45.56万 | 加仓 |
| GVI | ISHARES TR | $85.53万 | 0.00% | 8,062 | 4,771 | 145.0% | $50.62万 | 加仓 |
| NVS | NOVARTIS AG | $85.47万 | 0.00% | 5,454 | -581 | -9.6% | -$9.11万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $85.11万 | 0.00% | 3,082 | 3,082 | — | $85.11万 | 新建仓 |
| EFAV | ISHARES TR | $84.66万 | 0.00% | 9,653 | -111 | -1.1% | -$9,735 | 减仓 |
| HSY | HERSHEY CO | $84.16万 | 0.00% | 4,797 | -54 | -1.1% | -$9,474 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $84.05万 | 0.00% | 22,557 | 3,273 | 17.0% | $12.20万 | 加仓 |
| — | COLUMBIA DIVIDEND INCOME FUND | $83.52万 | 0.00% | 20,592 | 20,592 | — | $83.52万 | 新建仓 |